Document Manager
Standard, Professional, Enterprise & Cloud Editions
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Document Manager Brochure.pdf
The BIS® Document Manager is designed to help you deal with the avalanche of paperwork associated with each of your building projects. Can't find the latest batch of Change Orders? Trying to figure out the status of your most recent Submittals, but your project manager is on vacation? Document Manager provides a means of managing your project paper trail through the entire project life. For each document form, Document Manager allows you to easily track, maintain, query, change, search and print the documents you need.
Document Manager Sample Screen
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Planning Stage Documents
- Bid Request - formal bid request for transmission to subcontractors
- Plan - tracks sets of plans that are loaned and returned to subcontractors
- Insurance - provides quick and easy entry and access to subcontractor insurance information
- Subcontract - provides access to subcontract information, such as pay schedules, contract amounts and work descriptions
- Submittal - tracks the submittal of samples that are often requested of subcontractors by a project's architect, engineer or General Contractor
Bid Request Document
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Plan Document
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DMRFI
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Insurance Document
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Submittal Document
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Performance Stage Document Types
- Change Order - tracks contract change orders between the General Contractor and the owner (General Change Order) and the General Contractor and the subcontractor (Subcontractor Change Order)
- Transmittal - a cover letter form usually sent to identify associated paperwork and related instructions
- Request for Information - tracks information requests to the project's architects and engineers that is required by the General Contractor or subcontractor
- Deficiency Notice - generates professional quality deficiency notices, listing requirements that the subcontractor still needs to complete
- Lien Release - generates release forms to be signed by the subcontractor for partial or final payment for work performed
- Meeting Minutes - records summary of meeting minutes, along with items discussed and names of those present, allowing dissemination of these notes to all interested parties
General Change Order Document
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Subcontract Change Order Document
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Transmittal Document
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Request For Information Document
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Deficiency Notice Document
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Lien Release Document
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Meeting Minutes Document
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Completion Stage Document Types
- Closeout Submittal - tracks final job submittals, such as operating manuals or warranty certificates, which need to be forwarded to owner
- Punchlist - the final list of touch-up tasks for a project that must be completed by the subcontractor
Closeout Submittal Document
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Punchlist Document
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